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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,459 | $102,429+190.4% | $147,096+102.2% | $80,925+267.6% |
| Participation rate | 68.6% | 75.9%-7.3pp | 82.2%-13.6pp | 67.7%+0.9pp |
| Annual return | 19.24% | 135.02%-115.8pp | 419.75%-400.5pp | 35.65%-16.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,721 | $6,649-29.0% | $8,071-41.5% | $4,299+9.8% |
| Admin fee / account holder | $16,025 | $7,957+101.4% | $13,005+23.2% | $6,940+130.9% |